Independent Wealth Network’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Independent Wealth Network’s Portfolio IMCG Stock Details IMCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$239K	Sell	2,547 -24	-0.9%	-$2.32K	0.06%	280
2026 Q2	$253K	Buy	+2,571	New	+$232K	0.06%	272
2025 Q3	–	Sell	-2,634	Closed	-$211K	–	285
2025 Q2	$211K	Sell	2,634 -999	-27%	-$74.3K	0.08%	241
2025 Q1	$259K	Buy	3,633 +852	+31%	+$64.9K	0.1%	193
2024 Q4	$210K	Buy	+2,781	New	+$213K	0.09%	221

Other funds holding IMCG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Independent Wealth Network's IMCG Position: Q3 2026 in Review

Independent Wealth Network reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.93% in Q3 2026, selling an estimated $2.32K and leaving 2,547 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #280.

Independent Wealth Network first reported a position in IMCG in Q4 2024 and has held it in 5 quarters since. The position peaked at $259K in Q1 2025. 349 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

Independent Wealth Network held 2,547 shares of iShares Morningstar Mid-Cap Growth ETF worth $239K as of Q3 2026.
Independent Wealth Network sold 24 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $2.32K.
iShares Morningstar Mid-Cap Growth ETF made up 0.06% of Independent Wealth Network's portfolio in Q3 2026, its #280 holding.
Independent Wealth Network first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
Independent Wealth Network's iShares Morningstar Mid-Cap Growth ETF position peaked at $259K in Q1 2025.
349 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.